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Kaizen Advisory’s Affiliated Managers Group AMG Stock Holding History

Kaizen Advisory’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$17K Buy
171
+22
+15% +$2.48K 0.01% 525
2018
Q3 		$20K Hold
149
– – 0.01% 520
2018
Q2 		$22K Buy
149
+95
+176% +$15.7K 0.01% 502
2018
Q1 		$10K Hold
54
– – 0.01% 476
2017
Q4 		$11K Buy
+54
New +$10.5K 0.01% 454

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kaizen Advisory's AMG Position: Q4 2018 in Review

Kaizen Advisory increased its Affiliated Managers Group (AMG) stake by 15% in Q4 2018, buying an estimated $2.48K and bringing the position to 171 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #525.

Kaizen Advisory first reported a position in AMG in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q2 2018. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

  • Kaizen Advisory held 171 shares of Affiliated Managers Group worth $17K as of Q4 2018.
  • Kaizen Advisory bought 22 Affiliated Managers Group shares in Q4 2018, an estimated $2.48K.
  • Affiliated Managers Group made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #525 holding.
  • Kaizen Advisory first reported a position in Affiliated Managers Group in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Affiliated Managers Group position peaked at $22K in Q2 2018.
  • 451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.